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板塊異動 | 汽車股集體爆發,長城汽車、北京汽車漲超7%

uSMART盈立智投12月28日消息,週一港股,汽車股集體爆發,截至14:00分,長城汽車、北京汽車漲超7%,吉利汽車漲超5%,比亞迪股份漲超4%,廣汽集團、華晨中國漲超1%。

【吉利汽車、廣汽集團目前支持20倍槓桿日內交易】

【比亞迪股份目前支持10倍槓桿日內交易】

浙商證券研報稱,乘用車行業處於復甦的上行週期,本輪行業復甦主要受益於三四五線城市需求釋放,由於目前三四五線城市千人保有量相對較低,市場遠未飽和,我們認爲汽車銷量總量向上的趨勢不變。在電動智能化時代,行業格局將發生較大的變化,頭部自主或造車新勢力在電動車時代競爭中有望勝出,因此要重視整車的投資機會。

乘用車:推薦長安汽車,建議重點關注長城汽車H、吉利汽車;

零部件:重點推薦拓普集團、精鍛科技、銀輪股份等,建議關注寧德時代(電新)、星宇股份、科博達、福耀玻璃和伯特利。

風險提示:

汽車銷量低於預期;疫情二次爆發對行業需求造成影響;宏觀經濟復甦不及預期。

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